+954.7%
SEI vs WY
-22.2%
+976.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +5.0% |
| 7D | +22.6% | -4.2% | +26.8% | +24.5% |
| 30D | +9.1% | -10.1% | +19.2% | +13.3% |
| 3M | -11.3% | -8.5% | -2.8% | -9.5% |
| 6M | +22.0% | -3.3% | +25.4% | +21.0% |
| YTD | +47.3% | -4.4% | +51.7% | +46.0% |
| 1Y | +124.8% | -11.5% | +136.2% | +130.4% |
| 3Y | +591.3% | -24.3% | +615.6% | +650.0% |
| All | +954.7% | -22.2% | +976.9% | +977.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling